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240 Township Boulevard Suite 70 Camillus, NY 13031

(315) 484-1020
shelly.terzolo@ceterafs.com
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The Terzolo Financial Group, Inc.

The Terzolo Financial Group, Inc.

Financial Advisor

(315) 484-1020
shelly.terzolo@ceterafs.com

Every financial transaction has a tax benefit or a tax consequence.  

Our integrated and personalized service in these disciplines are to the advantage of the client.

Our firm philosophy is to provide you with respect and guidance to understand and better define your financial goals with expertise in the tax laws and how they play a part in your plan.

Our services include investment services, tax preparation and planning, accounting services, life insurance, annuities.

For more information about our firm and our services, please call 315-484-1020.

 

Contact

Office: (315) 484-1020

Fax: (315) 701-2923

240 Township Boulevard

Suite 70

Camillus, NY 13031

7, 6, 63, Life and Health, IAR

shelly.terzolo@ceterafs.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

Investments are NOT FDIC/NCUA INSURED, NOT A DEPOSIT, NOT INSURED BY ANY GOVERNMENT AGENCY, NOT BANK/CREDIT UNION GUARANTEED, MAY LOSE VALUE.

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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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